reports
Experian plc: 1 director
A director at Experian plc bought 833 shares at 46.730USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Rotation is the Lifeblood of a Bull Market Semiconductors (SMH, SOXX, NVDA, AVGO, etc.) have been leadership since late-2022, but they are extended and are starting to see some profit taking as market participants rotate into other areas of the market that have been lagging (especially Energy, and to a lesser extent banks and small-caps). The question is whether this new trend lasts a few days, or if this is the start of longer-term trend. We would not be surprised to see more consolidation for...
WM WASTE MANAGEMENT INC.
TTEK TETRA TECH INC.
TJX TJX COMPANIES INC
ROST ROSS STORES INC.
ROL ROLLINS INC.
NBIX NEUROCRINE BIOSCIENCES INC.
ITCI INTRA-CELLULAR THERAPIES INC.
HALO HALOZYME THERAPEUTICS INC.
CLH CLEAN HARBORS INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
IONS IONIS PHARMACEUTICALS INC.
RSG REPUBLIC SERVICES INC.
UTHR UNITED THERAPEUTICS CORPORATION
WCN WASTE CONNECTIONS INC.
MDGL MADRIGAL PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
PCVX VAXCYTE
- Dave Nicoski
- Ross LaDuke
Vermilion Int'l Compass: Global Equity Strategy
Downgrading Europe to Market Weight Not much has changed since our latest Int'l Compass from May 31, 2024 titled "Buy the Pullback." As the title suggested, we were buyers of the pullback in global equities (MSCI ACWI, ACWI ex-US, EAFE, EM, Europe, Japan, Taiwan, etc.) due to important short-term supports holding, combined with ongoing healthy market dynamics. Supports are holding, and our bullish outlook (since early-November 2023) remains intact. Continue to buy dips. Downgrading Europe to M...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious!
PFAS refers to a large group of forever chemicals. Pressure from regulators, investors, consumers and ESG rating agencies is contributing to the materialisation of the reputational risk incurred by companies, first and foremost producers (the chemical companies Arkema, BASF, Solvay) and, to a lesser extent, some past users of regulated PFAS (SGO and SEB for PFOA). In contrast, we have identified eight stocks in our coverage for which PFAS decontamination constitutes an opportunit...
- Charlotte Vaisse
- Philippe Ourpatian
ODDO : PFAS and furious !
Les PFAS, désignent une famille nombreuse de polluants éternels. La pression des régulateurs, investisseurs, consommateurs et des agences de notations ESG participe à la matérialisation du risque réputationnel encouru par les sociétés, au premier rang desquels figurent les producteurs (les chimistes Arkema, BASF, Solvay) et dans une moindre mesure, certains utilisateurs passés de PFAS réglementés (SGO et SEB pour le PFOA). A l'inverse, nous identifions huit valeurs de notre unive...
- Guy Sips
DEME If you want to move mountains tomorrow, you must move rocks today
We increase our Target Price for DEME from € 170 to € 190, in line with our updated model, while maintaining our Accumulate rating. The title of our note refers to DEME's new addition to its fleet : a fall pipe vessels 'Yellowstone', showcasing its commitment to enhancing its high-tech fleet to meet the evolving demands of its global customers. With a payload capacity of 37,000 tonnes, ‘Yellowstone' reinforces DEME's leadership in ‘Offshore Energy'.
- Guy Sips
- Hilde Van Boxstael
- Wim Lewi
- Emira Sagaama
- Thijs Berkelder
- Emira Sagaama
- Thijs Berkelder
- Guy Sips
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Thijs Berkelder
DEME Group : Filling backlog with two new large offshore wind projects
>€ 300m cable lay contract for Belgian energy island in 2027 - TSO (transmission system operator) Elia Transmission Belgium (ETB) yesterday evening announced the award of the contracts for the high-voltage alternating current (HVAC) parts of the future Princess Elisabeth Island. The contracts relate to the installation of 330 km of HVAC cables and the installation of HVAC substations on the island. This HVAC equipment will form the connection point for receiving an in...
Moody's Ratings affirms Baa1 senior unsecured rating of Waste Connecti...
Moody's Ratings (Moody's) affirmed the Baa1 senior unsecured rating of Waste Connections, Inc. (WCN) and changed the outlook to positive from stable. The rating affirmation and outlook change to positive reflect Moody's expectation of continued momentum in improving operating results, anchored...
- Guy Sips
- Kristof Samoy
- Sharad Kumar S.P
- Thibault Leneeuw
- Wim Hoste
- Wim Lewi
Wind Energy : A deep-dive into the wind sector The wind is changing, i...
In a new note focusing on Wind Energy, we aim to provide a broad insight into the value chain, the risks associated with it and the positioning of the companies in the sector. The current market environment presents both opportunities and challenges for wind energy companies. The sector has faced multiple headwinds in the past, such as inflation, rising interest rates and supply chain issues, which resulted in a substantial decline in the stock prices of wind companies. However, there's a lot ...
Waste Connections Inc: 1 director
A director at Waste Connections Inc sold 1,500 shares at 167.592USD and the significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
- Nicolas David
BEKB BEKAERT SA
IPH INNATE PHARMA SA CLASS A
HOT HOCHTIEF AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
COK CANCOM SE
AALB AALBERTS N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
S30 SOLUTIONS 30 SE
NA9 NAGARRO
HGEA HGEARS AG
FORSE FORSEE POWER SA
DEME DEME GROUP NV
- Nicolas David
BEKB BEKAERT SA
IPH INNATE PHARMA SA CLASS A
HOT HOCHTIEF AG
CFEB COMPAGNIE D'ENTREPRISES CFE SA
INH INDUS HOLDING AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
TEG TAG IMMOBILIEN AG
COK CANCOM SE
AALB AALBERTS N.V.
COL INMOBILIARIA COLONIAL SOCIMI SA
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
S30 SOLUTIONS 30 SE
NA9 NAGARRO
HGEA HGEARS AG
FORSE FORSEE POWER SA
DEME DEME GROUP NV
- ING Helpdesk
Benelux Morning Notes
ABN AMRO: 1Q24 Preview. ABN AMRO: Press reports on sale of French Life Neuflize JV with AXA. Agfa-Geveart: A miss on every line. ASR: Dutch residential rental income risk insignificant. B&S Group: Solid start to the year, costs under control. DEME Group: 1Q solidifies FY24 revenue outlook. GBL: Accelerating its share buybacks. Just Eat Takeaway.com: M&A appetite. OCI: Improving 1Q24 performance at RemainCo assets, strategic update due on 2Q24
- Guy Sips
- Jacob Mekhael
- Sharad Kumar S.P
- Wim Hoste
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